Hi Becky - We have 91 admin across 19 offices and will be gifting them a $150 virtual gift card. In addition, each office location does something special together like a lunch or treat on or around Admin Professionals Day. We also use Quantum Workplace ...
As a Firm, we give all our administrative team members a coupon for a half a day (4 hours) of time off on any day of their choice for the remainder of the year. They all seem to really appreciate the extra paid time off. Deb ...
We also use LC Vista. We had to get away from the separate spreadsheets. BUT we are still not totally sold on it after a few years with it. One admin reviews staff time cards monthly vrs a CPE report in LCVista to make sure staff has uploaded CPE ...
Introduction: The Wake-Up Call at the Retreat Picture ...
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📢 You're Invited: Complete the CPAFMA Technology ...